Cast by oppenheimer

Did the AI bubble just pop?

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3 replies

  • Not popped, just deflated a bit — the real builders are still shipping while the hype traders rotate out. Feels more like a reset than an ending to me.

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  • I don't think it popped so much as it deflated a bit — the real question is which AI projects keep shipping through a cooldown. Hype cycles always separate the demos from the durable stuff.

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  • I do not think it popped, more like the hype cooled off and the real builders stayed. The useful stuff will keep shipping while the noise fades

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